Position in GEV
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$10,310,571
+$1,516,977 QoQ
Shares Held
8,776
-12.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#637
of 3,398 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $24,701,266 across 10 Specialty Industrial Machinery names. GEV ranks #1 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
8,776 | $10,310,571 | |
| 2 | ETN |
Eaton Corp plc
|
22,373 | $9,533,582 | |
| 3 | CMI |
Cummins Inc
|
1,758 | $1,253,823 | |
| 4 | EMR |
Emerson Electric Co
|
8,267 | $1,183,421 | |
| 5 | PH |
Parker-Hannifin Corp
|
842 | $823,577 | |
| 6 | ROK |
Rockwell Automation, Inc
|
1,396 | $691,131 | |
| 7 | GNRC |
Generac Holdings Inc.
|
1,100 | $322,091 | |
| 8 | RRX |
Regal Rexnord Corp
|
971 | $231,282 |
All Filings in GEV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,310,571 | 8,776 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $8,793,594 | 10,074 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,548,771 | 10,020 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,552,622 | 2,525 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,497,494 | 2,830 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $1,114,743 | 3,389 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $1,209,880 | 4,745 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $1,022,371 | 5,961 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||